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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,496 | $93,131-78.0% | $106,555-80.8% | $86,821-76.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 21.84% | 19.45%+2.4pp | 26.80%-5.0pp | 97.94%-76.1pp |
| Employer contribution / active EE | $249 | $2,895-91.4% | $2,819-91.2% | $2,406-89.7% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,399-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |